ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $267,921 | +9.4% | 3,716 | +0.2% | 0.12% | +6.4% |
| Q3 2022 | $245,000 | -26.4% | 3,710 | -21.8% | 0.11% | -37.0% |
| Q2 2022 | $333,000 | -9.5% | 4,744 | 0.0% | 0.17% | -16.0% |
| Q1 2022 | $368,000 | +105.6% | 4,744 | +83.6% | 0.21% | +108.1% |
| Q1 2021 | $179,000 | +2.3% | 2,584 | 0.0% | 0.10% | +6.5% |
| Q4 2020 | $175,000 | -43.5% | 2,584 | -49.5% | 0.09% | -49.5% |
| Q2 2020 | $310,000 | – | 5,116 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |